Buck Wealth Strategies’s ARK Innovation ETF ARKK Stock Holding History

Buck Wealth Strategies’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-231	Closed	-$9.18K	–	85
2023 Q3	$9.18K	Buy	+231	New	+$10.2K	﹤0.01%	203

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Buck Wealth Strategies's ARKK Position: Q4 2023 in Review

Buck Wealth Strategies sold out of ARK Innovation ETF (ARKK) in Q4 2023, closing a stake of 231 shares — an estimated $9.18K sold.

Buck Wealth Strategies first reported a position in ARKK in Q3 2023 and held it in 1 quarter. The position peaked at $9.18K in Q3 2023. 670 funds tracked by Wall St. Rank hold ARKK as of Q4 2023.

Buck Wealth Strategies reported no remaining ARK Innovation ETF position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 231 ARK Innovation ETF shares in Q4 2023, an estimated $9.18K.
Buck Wealth Strategies first reported a position in ARK Innovation ETF in Q3 2023 and held it in 1 quarter.
Buck Wealth Strategies's ARK Innovation ETF position peaked at $9.18K in Q3 2023.
670 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.